Kyle
Smith

Dimensional Fund Advisors Lp

CRD#4654446
Investment Advisor
in Austin, TX
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About this Advisor

Kyle Smith is a certified financial planner and chartered financial analyst based in Austin, Texas, who has 12 years of professional experience. Smith is on the advisory team at Dimensional Fund Advisors Lp. Their career trajectory has included roles at Blackrock Investments, Inc and Dimensional Fund Advisors. Smith holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Dimensional Fund Advisors Lp is a business that has its headquarters in Austin, Texas. The investment advisory business has offices in two locations and a total of 863 financial advisors. It has $637 billion in assets under management across its 465 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to nine charities and foundations. Of its 465 accounts, just 6% belong to high-net-worth investors who have greater than $1 million in assets. Dimensional Fund Advisors Lp provides a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees largely vary depending on the type of services offered. Fee types charged by Dimensional Fund Advisors Lp can be comprised of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$569,308,518,012

TX Average: $3,042,739,679
Total Number of Employees

1,001

TX Average: 49
Total Number of Accounts

468

TX Average: 2,315
Average Account Size

$1,216,471,192

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kyle Smith Work History

Kyle has 12 years of experience.

2018 - Present (1 years)

Dimensional Fund Advisors

2006 - 2017 (11 years)

Blackrock Investments, Inc

Disclosures

Kyle Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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